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Portfolio (Quarterly) Guide ↗

Alpine Global Management, LLC

· CIK 0001581655
13F Portfolio $615M AUM 275 positions Filed Aug 14, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 275 New
Page 9 of 14  ·  275 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 TTWO TAKE-TWO INTERACTIVE SOFTWAR Communication Services 1,041.0 $260K 0.04% NEW $249.98 -3.3%
162 VNQ VANGUARD INDEX FDS 2,681.0 $259K 0.04% NEW $96.43 +1.6%
163 IUSV ISHARES TR 2,302.0 $254K 0.04% NEW $110.15 +4.1%
164 IYZ ISHARES TR 5,955.0 $252K 0.04% NEW $42.31 +3.9%
165 XLE SELECT SECTOR SPDR TR 4,665.0 $248K 0.04% NEW $53.11 +17.8%
166 XLP SELECT SECTOR SPDR TR 2,963.0 $246K 0.04% NEW $83.07 +1.9%
167 SCHB SCHWAB STRATEGIC TR 8,450.0 $245K 0.04% NEW $28.96 +3.3%
168 NHI NATIONAL HEALTH INVS INC Real Estate 3,163.0 $241K 0.04% NEW $76.26 -3.7%
169 KEY KEYCORP Financial Services 10,389.0 $239K 0.04% NEW $23.05 -0.0%
170 ORCL ORACLE CORP Technology 1,599.0 $234K 0.04% NEW $146.55 +0.1%
171 CPNG COUPANG INC Consumer Cyclical 13,472.0 $234K 0.04% NEW $17.37 -9.5%
172 MP MP MATERIALS CORP Basic Materials 4,114.0 $230K 0.04% NEW $56.01 +4.5%
173 GDX VANECK ETF TRUST 2,986.0 $225K 0.04% NEW $75.45 +21.8%
174 PUT IRON MTN INC DEL 695.0 $223K 0.04% NEW $321.54
175 CRM SALESFORCE INC Technology 1,426.0 $223K 0.04% NEW $156.66 +21.9%
176 XLB SELECT SECTOR SPDR TR 4,370.0 $222K 0.04% NEW $50.83 +2.8%
177 RKT ROCKET COS INC Financial Services 14,093.0 $222K 0.04% NEW $15.75 -7.9%
178 QCOM QUALCOMM INC Technology 1,190.0 $220K 0.04% NEW $184.79 -12.2%
179 EMXC ISHARES INC 2,134.0 $218K 0.04% NEW $102.30 -3.9%
180 CC CHEMOURS CO Basic Materials 10,598.0 $217K 0.04% NEW $20.52 -23.4%
Page 9 of 14  ·  275 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 26.6%
Industrials 18.7%
Technology 16.2%
Healthcare 13.6%
Consumer Cyclical 10.9%
Communication Services 7.1%
Real Estate 4.2%
Energy 1.1%
Utilities 1.1%
Consumer Defensive 0.3%